Members On Account
This will show you everything that a member has added to their account. This can be done manually for products, such as beverages or power bars. If the client did not purchase any inventory items but they were booked in for a service – like a personal training session. Volo The Member Manager software will automatically add the appropriate inventory item to their account.
To see what a member has on account, follow these steps:
Click Member
Click Search and select a Member
Click Account
Click On Account
This will show you what the member has on their account.
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There can be 2 two types of entries here. The first kind appears with . One shows a check box to the left and the word Remove to the right. These entries have not been made into an invoice yet.You can No invoice has yet been created for this item. To create an invoice, select the items that you want and create an invoice.
Click on the check boxes that correspond to the items you want to create an invoice for
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Click the check box at the very top if you want to select ALL of the items
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Click Create Invoice at the bottom
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At this point you can take a payment or leave it as an outstanding invoice
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click Create Invoice. Note: Any corresponding items sold with the New Sale or New Contracts will apply to items On Account as soon as they are sold.
Create Invoice from On Account:
Check the box for the item(s) you would like to invoice. Checking the top box will select all.
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Click Create Invoice
The second type of itemwill have no check box next to
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it, and
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no option to remove
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it. These are items that Member Manager has automatically created into an invoice on the member’s billing date, but that an administrator has not approved. Once the invoice is approved the items are removed from the On Account area, and will
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appear Invoice History. Click here to view options for processing invoices due when using the post billing feature.